8/15/2025 | Captrust Financial Advisors | 4,268,785 | $168.40M | 0.4% | +5.0% | 11.494% | |
8/15/2025 | MML Investors Services LLC | 61,758 | $2.44M | 0.0% | +43.5% | 0.166% | |
8/15/2025 | Bank of America Corp DE | 2,594,650 | $102.36M | 0.0% | +142.2% | 6.986% | |
8/14/2025 | Jane Street Group LLC | 102,946 | $4.06M | 0.0% | +135.0% | 0.277% | |
8/14/2025 | Ausdal Financial Partners Inc. | 231,877 | $9.15M | 0.6% | N/A | 0.624% | |
8/14/2025 | Raymond James Financial Inc. | 322,130 | $12.71M | 0.0% | +5,541.5% | 0.867% | |
8/14/2025 | Napa Wealth Management | 24,632 | $972K | 0.5% | +20.2% | 0.066% | |
8/14/2025 | Tandem Financial LLC | 51,934 | $2.05M | 1.9% | +18.0% | 0.140% | |
8/14/2025 | Cary Street Partners Financial LLC | 1,303,769 | $51.43M | 1.4% | +13.6% | 3.510% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 6,028 | $238K | 0.1% | +42.4% | 0.016% | |
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8/13/2025 | Baird Financial Group Inc. | 53,099 | $2.10M | 0.0% | +23.7% | 0.143% | |
8/13/2025 | Wellspring Financial Advisors LLC | 5,303 | $209K | 0.0% | N/A | 0.014% | |
8/13/2025 | M&T Bank Corp | 1,257,737 | $49.62M | 0.2% | -3.1% | 3.386% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 72,063 | $2.84M | 0.0% | N/A | 0.194% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 90,274 | $3.56M | 0.0% | +25.1% | 0.243% | |
8/12/2025 | Global Retirement Partners LLC | 10,731 | $423K | 0.0% | N/A | 0.029% | |
8/11/2025 | Morling Financial Advisors LLC | 668,998 | $26.39M | 8.6% | N/A | 1.801% | |
8/11/2025 | Capital Square LLC | 36,934 | $1.45M | 0.8% | +147.0% | 0.099% | |
8/8/2025 | Thoroughbred Financial Services LLC | 5,075 | $200K | 0.0% | -60.7% | 0.014% | |
8/8/2025 | Cetera Investment Advisers | 79,532 | $3.14M | 0.0% | +133.3% | 0.214% | |
8/8/2025 | Francis Financial Inc. | 757,595 | $29.89M | 6.9% | +64.9% | 2.040% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,294 | $91K | 0.0% | +67.8% | 0.006% | |
8/7/2025 | Fagan Associates Inc. | 242,581 | $9.57M | 1.5% | N/A | 0.653% | |
8/6/2025 | AE Wealth Management LLC | 3,236 | $128K | 0.0% | +13.1% | 0.009% | |
8/6/2025 | Rovin Capital UT ADV | 36,372 | $1.44M | 0.4% | +6.8% | 0.098% | |
8/5/2025 | Beckerman Institutional LLC | 96,235 | $3.80M | 2.5% | +88.2% | 0.259% | |
8/5/2025 | Tsfg LLC | 100,550 | $3.97M | 0.7% | N/A | 0.271% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 16,173 | $638K | 0.2% | +48.0% | 0.044% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 41,724 | $1.65M | 0.0% | +183.3% | 0.112% | |
8/4/2025 | Atria Investments Inc | 7,140 | $282K | 0.0% | N/A | 0.019% | |
8/1/2025 | Brookwood Investment Group LLC | 151,115 | $5.96M | 1.0% | N/A | 0.410% | |
8/1/2025 | Pasadena Private Wealth LLC | 275,976 | $10.89M | 1.9% | +21.0% | 0.748% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,044,858 | $41.22M | 0.0% | +15.6% | 2.833% | |
7/31/2025 | Leelyn Smith LLC | 62,815 | $2.48M | 0.4% | -1.6% | 0.170% | |
7/31/2025 | 3EDGE Asset Management LP | 139,441 | $5.50M | 0.3% | +1.4% | 0.378% | |
7/31/2025 | CAP Partners LLC | 19,881 | $784K | 0.5% | +7.0% | 0.054% | |
7/30/2025 | KPP Advisory Services LLC | 36,184 | $1.43M | 0.2% | N/A | 0.099% | |
7/28/2025 | WJ Wealth Management LLC | 226,595 | $8.94M | 2.8% | +52.0% | 0.620% | |
7/28/2025 | Lunt Capital Management Inc. | 123,749 | $4.88M | 1.9% | N/A | 0.338% | |
7/28/2025 | Axxcess Wealth Management LLC | 22,446 | $885K | 0.0% | N/A | 0.061% | |
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7/25/2025 | Envestnet Portfolio Solutions Inc. | 89,321 | $3.52M | 0.0% | +10.2% | 0.245% | |
7/25/2025 | Concord Asset Management LLC VA | 15,846 | $625K | 0.1% | N/A | 0.043% | |
7/25/2025 | CWM LLC | 60,601 | $2.39M | 0.0% | N/A | 0.166% | |
7/25/2025 | Concurrent Investment Advisors LLC | 6,810 | $269K | 0.0% | N/A | 0.019% | |
7/25/2025 | Apollon Financial LLC | 24,535 | $968K | 0.2% | +328.9% | 0.067% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 10,125 | $399K | 0.1% | N/A | 0.028% | |
7/24/2025 | Weaver Capital Management LLC | 410,194 | $16.18M | 4.0% | +6.4% | 1.130% | |
7/23/2025 | Tectonic Advisors LLC | 564,993 | $22.29M | 1.3% | +8.3% | 1.557% | |
7/23/2025 | Peak Financial Management Inc. | 124,526 | $4.91M | 1.4% | N/A | 0.343% | |
7/23/2025 | Morton Capital Management LLC CA | 1,373,849 | $54.20M | 9.6% | +5.4% | 3.786% | |
7/23/2025 | Bellevue Asset Management LLC | 102,568 | $4.05M | 2.0% | N/A | 0.283% | |
7/18/2025 | First Pacific Financial | 1,881,546 | $74.23M | 10.9% | N/A | 5.195% | |
7/14/2025 | Park Avenue Securities LLC | 8,950 | $353K | 0.0% | N/A | 0.025% | |
7/11/2025 | Silver Oak Securities Incorporated | 45,946 | $1.81M | 0.1% | N/A | 0.132% | |
7/10/2025 | Exchange Traded Concepts LLC | 482,101 | $19.02M | 0.2% | -7.7% | 1.382% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,846 | $1.06M | 0.0% | -6.6% | 0.077% | |
7/8/2025 | Parallel Advisors LLC | 7,186 | $283K | 0.0% | N/A | 0.021% | |
7/7/2025 | Peak Financial Advisors LLC | 547,259 | $21.59M | 11.1% | +267.3% | 1.600% | |
5/19/2025 | Jane Street Group LLC | 43,800 | $1.72M | 0.0% | +25.5% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 8,123 | $318K | 0.0% | -71.3% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 42,937 | $1.68M | 0.0% | N/A | 0.000% | |
5/14/2025 | Napa Wealth Management | 20,493 | $803K | 0.5% | -3.5% | 0.000% | |
5/13/2025 | Francis Financial Inc. | 459,505 | $18.00M | 4.4% | N/A | 0.000% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 10,925 | $428K | 0.6% | +54.0% | 0.000% | |
5/12/2025 | Cooper Financial Group | 12,800 | $501K | 0.1% | +10.1% | 0.000% | |
5/9/2025 | Cary Street Partners Investment Advisory LLC | 4,232 | $166K | 0.1% | N/A | 0.000% | |
5/9/2025 | Cary Street Partners Financial LLC | 1,147,345 | $44.94M | 1.4% | +33.5% | 0.000% | |
5/9/2025 | Thoroughbred Financial Services LLC | 12,909 | $505K | 0.0% | -6.4% | 0.000% | |
5/9/2025 | Argent Trust Co | 27,203 | $1.07M | 0.0% | N/A | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,367 | $54K | 0.0% | +125.2% | 0.000% | |
5/8/2025 | Pasadena Private Wealth LLC | 228,152 | $8.94M | 1.7% | +1.8% | 0.000% | |
5/8/2025 | CAP Partners LLC | 18,581 | $728K | 0.5% | +17.9% | 0.000% | |
5/8/2025 | Tandem Financial LLC | 44,007 | $1.72M | 1.9% | +6.7% | 0.000% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 14,728 | $577K | 0.0% | N/A | 0.000% | |
5/8/2025 | Arkadios Wealth Advisors | 15,641 | $613K | 0.0% | -2.2% | 0.000% | |
5/7/2025 | Frontier Asset Management LLC | 52,672 | $2.06M | 0.6% | +150.4% | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,053,856 | $41.28M | 0.0% | +78.8% | 0.000% | |
5/7/2025 | BlueStem Wealth Partners LLC | 316,303 | $12.39M | 1.7% | N/A | 0.000% | |
5/7/2025 | White & Co Financial Planning Inc | 219,574 | $8.59M | 7.4% | +3.1% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 34,093 | $1.34M | 0.0% | +1.8% | 0.000% | |
5/6/2025 | AE Wealth Management LLC | 2,860 | $112K | 0.0% | N/A | 0.000% | |
5/5/2025 | Beckerman Institutional LLC | 51,127 | $2.00M | 1.5% | N/A | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 2,560 | $100K | 0.0% | +100.0% | 0.000% | |
5/2/2025 | Concord Wealth Partners | 13,055 | $511K | 0.1% | N/A | 0.000% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 5,230 | $205K | 0.0% | -18.3% | 0.000% | |
5/2/2025 | Tectonic Advisors LLC | 521,822 | $20.44M | 1.3% | +5.0% | 0.000% | |
5/2/2025 | Apollon Financial LLC | 5,720 | $224K | 0.1% | N/A | 0.000% | |
5/2/2025 | Leelyn Smith LLC | 63,819 | $2.50M | 0.4% | -2.1% | 0.000% | |
5/1/2025 | 3EDGE Asset Management LP | 137,472 | $5.39M | 0.4% | +127.6% | 0.000% | |
4/30/2025 | M&T Bank Corp | 1,298,264 | $50.85M | 0.2% | +17.1% | 0.000% | |
This stock could leave NVDA in the dust (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
4/29/2025 | Envestnet Asset Management Inc. | 903,751 | $35.40M | 0.0% | +103.4% | 0.000% | |
4/28/2025 | Rovin Capital UT ADV | 34,055 | $1.33M | 0.4% | N/A | 0.000% | |
4/25/2025 | WJ Wealth Management LLC | 149,036 | $5.84M | 2.1% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 25,221 | $988K | 0.0% | +139.6% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 135,511 | $5.31M | 0.0% | +22.9% | 0.000% | |
4/22/2025 | Weaver Capital Management LLC | 385,644 | $15.11M | 4.0% | +218.6% | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 81,080 | $3.18M | 0.0% | +23.4% | 0.000% | |
4/17/2025 | Morton Capital Management LLC CA | 1,303,569 | $51.06M | 9.9% | +5.1% | 0.000% | |
4/17/2025 | Exchange Traded Concepts LLC | 522,304 | $20.46M | 0.4% | -16.8% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,741 | $1.13M | 0.0% | N/A | 0.000% | |